Liquidity

The ability to convert an asset into cash without negatively impacting the value of the asset. For example, a money market fund is typically liquid while a large ranch property may not be so liquid.

Anna Rappaport on Annuities and Planning for the Long Term

Anna Rappaport is widely recognized as a leading expert on retirement systems, workforce issues, the impact of changing demographics and women’s...

Bloomberg on Lifetime Income Boom

An article in Bloomberg discusses the strong revenue results recently reported by many

Annuity Purchase Pitfalls

META Tag Title: 
Annuity Digest Buying Guide: Annuity Purchase Pitfalls

Key Financial Planning Concepts

META Tag Title: 
Annuity Digest Buying Guide: Key Financial Planning Concepts

The following are a few key concepts to think about, look for, or listen to when developing a financial plan:

Information Gathering: This is one of the first steps in the financial planning process.  Your financial advisor should gather quite a bit of information about you and your current financial status.

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